Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51622.04 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48422.98 Kr¶
PnL: ---------------------------------------> -664.59 Kr¶
DD now: ---------------------------------> -0.621 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 10:21:40.303294'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.000000 | 3380.400000 | 200.400000 | 6.300000 | 3180.000006 |
| HMS Networks | 2 | -1.130000 | 773.200000 | 100.200000 | 14.890000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.460000 | 3518.860000 | 64.860000 | 1.880000 | 3453.999992 |
| HEBA B | 70 | -1.030000 | 2695.000000 | 59.000000 | 2.240000 | 2636.000010 |
| SAAB B | 8 | 0.120000 | 3431.200000 | 54.200000 | 1.600000 | 3377.000000 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Swedbank A | 3 | 1.930000 | 602.400000 | 38.400000 | 6.810000 | 564.000000 |
| Resurs Holding | 22 | -0.110000 | 608.300000 | 34.300000 | 5.980000 | 573.999998 |
| AcadeMedia | 12 | -1.410000 | 586.080000 | 29.080000 | 5.220000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.630000 | 380.700000 | 25.700000 | 7.240000 | 355.000000 |
| OEM International B | 7 | -0.380000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Intrum | 4 | 0.410000 | 541.600000 | 14.600000 | 2.770000 | 527.000000 |
| Norva24 Group | 16 | 0.000000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Eastnine | 4 | -0.320000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Karnov Group | 9 | 0.330000 | 545.400000 | 9.400000 | 1.750000 | 536.000004 |
| Fasadgruppen Group | 38 | 0.830000 | 4145.800000 | 4.800000 | 0.120000 | 4140.999992 |
| Securitas B | 6 | -1.260000 | 571.800000 | 1.800000 | 0.320000 | 570.000000 |
| Creaspac SPAC | 6 | -0.310000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.550000 | 561.750000 | -0.250000 | -0.040000 | 562.000005 |
| Handelsbanken A | 5 | -0.050000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Coor Service Management Hold. | 8 | -0.450000 | 528.800000 | -3.200000 | -0.600000 | 532.000000 |
| Corem Property Group B | 59 | -1.320000 | 573.780000 | -3.220000 | -0.560000 | 576.999999 |
| Midsona B | 63 | -3.490000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Sampo Oyj SDB | 7 | -0.090000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| Boozt | 12 | -0.800000 | 1632.000000 | -22.000000 | -1.330000 | 1653.999996 |
| Essity B | 2 | -0.470000 | 547.400000 | -26.600000 | -4.630000 | 574.000000 |
| CTEK | 13 | -1.440000 | 499.200000 | -34.800000 | -6.520000 | 533.999999 |
| International Petroleum Corp. | 5 | -2.370000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| Essity A | 4 | -0.720000 | 1100.000000 | -49.000000 | -4.260000 | 1149.000000 |
| Vivesto | 1368 | -1.780000 | 557.600000 | -55.400000 | -9.040000 | 612.999432 |
| Beijer Electronics Group | 27 | -0.890000 | 3013.200000 | -70.800000 | -2.300000 | 3083.999994 |
| OX2 | 22 | 0.490000 | 1790.800000 | -198.200000 | -9.960000 | 1989.000002 |
| Axfood | 15 | 0.330000 | 4059.000000 | -241.000000 | -5.600000 | 4300.000005 |
| Ovzon | 64 | -2.040000 | 3385.600000 | -610.400000 | -15.280000 | 3996.000000 |
| TOTAL | 48425.330000 | -662.240000 | -0.61602% | 49087.564636 |
Updated:¶
'2023-01-31 10:20:55.246664'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
